Book a demo
To see exactly how we can help you drive your company in the right direction, book a demo with an expert.
Book a demo
Accounting & Finance Integration
CMap + Sage Business Cloud Essentials
Project billing, costs and expenses, pushed straight into Sage.
Raised once in CMap: no manual entry, no double keying.
Payments pulled back when you are ready.
Billing, costs & expenses
Raised once
Push sales invoices
Push purchase invoices
Push staff expenses
Pull invoice payments
Your Sage company
Ready to send
What syncs
Sales invoices, credit notes, purchase invoices, staff expenses & payments
How it runs
On demand from the Finance area. You choose what is sent and when
Works with
Your Sage company, with nominal codes read live and tax matched on your Sage taxes
Included in
The Growth, Pro and Enterprise plans, on Consulting & AEC editions
What the integrations does
Billing out. Costs out. Payments back.
Invoices, supplier costs and expense claims move between CMap and Sage in a batch you run, carrying the nominal codes you have mapped for fees and additionals on sales invoices, for purchases, and for chargeable and non-chargeable expense categories.
CMap
→
Cloud Essentials
CMap
↔
Cloud Essentials
Cloud Essentials
→
CMap
Push sales invoices
Invoices and credit notes go straight into Sage with the nominal codes you have mapped for fees and for additionals. Your finance team then emails and chases them exactly as it does today.
CMap
↔
Cloud Essentials
Cloud Essentials
→
CMap
CMap
→
Cloud Essentials
Push purchase invoices
Supplier invoices push against the matching supplier in Sage, carrying the purchase nominal codes you have set up in CMap.
CMap
↔
Cloud Essentials
Cloud Essentials
→
CMap
CMap
→
Cloud Essentials
Push staff expenses
Expense claims push against the claimant's supplier record in Sage, split across the chargeable and non-chargeable nominal codes you set per expense category.
CMap
↔
Cloud Essentials
Cloud Essentials
→
CMap
CMap
→
Cloud Essentials
Pull invoice payments
Payments recorded in Sage are pulled back into CMap when you run the batch, so project teams see what has actually been settled.
Why it matters
No more manual entry. No more double keying.
CMap runs your projects; Sage runs your books. This integration moves the paperwork between them without changing how either one works.
Raise it once
Invoices, credit notes, supplier costs and expense claims created in CMap arrive in Sage complete, without anyone re-keying them.
Your finance process, unchanged
Documents land in Sage ready to send, so your team emails invoices and chases payment exactly as it always has. Nothing about the routine has to change.
Nominal codes stay current
CMap reads your nominal codes live from Sage, so anything you add or rename there shows up in CMap without a re-sync or a support ticket.
Built and maintained by CMap
A core CMap integration with no third-party middleware, and no background sync running behind your back. You choose what is sent and when.
getting set up
Up and running during implementation.
Setup is guided by your CMap consultant during implementation, or by our support team if you add it later. Three steps, then you are running batches from the Finance area. Push invoices, costs and expenses to Sage when you are ready, and pull payments back the same way.
Switch it on
Your CMap team enables the Sage integration on your account.
Connect to Sage
Choose Sage Accounting from any push or pull page in the Finance area and sign in as you normally would.
Map your nominals and tax
Default nominals for fees and additionals, purchases, and chargeable and non-chargeable expense categories, plus your Sage taxes.
Frequently asked questions
What data syncs between CMap and Sage?
From CMap to Sage: sales invoices and credit notes, purchase invoices, and staff expenses, each carrying the nominal codes you have mapped for fees, additionals and purchases. From Sage to CMap: invoice payments, so CMap shows what has actually been settled.
What about tax rates?
CMap matches its tax rates to your Sage taxes. Your CMap consultant or the support team sets this up, including any custom rates you have created. A mismatch will stop a transaction pushing.
Is the Sage Business Cloud Essentials integration included in my CMap plan?
Yes, from the Growth plan upwards. Accounting integrations are part of the standard feature set on the Growth, Pro and Enterprise plans, on both the Consulting and AEC editions, so there is nothing extra to buy. The Starter plan does not include invoicing or accounting integrations.
Is it automatic, or do I run it?
You run it. All transfers are on demand from the Finance area, so you choose what is sent and when, and there is no background sync. Invoices are pushed straight into Sage so your finance team can send and chase them in the usual way.
How are customers and suppliers matched?
By name. Each CMap company name must match the customer name in Sage, and supplier names must match too. Expense claimants are matched on first name, a space, then surname. If no match is found the transaction will not push, so it is worth agreeing naming before you go live.
Does CMap integrate with Sage Business Cloud Essentials?
Yes. CMap connects directly to your Sage company. Sales invoices, credit notes, purchase invoices and staff expenses raised in CMap push into Sage, and invoice payments are pulled back. It is a core CMap integration, built and maintained by CMap with no third-party middleware.
integrations
CMap, embedded in your wider tech stack
Sage Business Cloud Essentials is one of CMap's finance integrations, included from the Growth plan upwards, on both the Consulting and AEC editions, alongside the accounting, CRM and collaboration tools your business already runs on.
View all integrations
